FAQ & Troubleshooting: Patient Portal
Common questions about access, known non-functional bulk actions, and branding availability.
I don't see the Patient Portal admin area at all
It requires workspace-admin access — regular pharmacist/technician accounts don't see it.
Bulk-approve / bulk-assign / export buttons don't do anything
These are known gaps, not something wrong with your account — see Managing Patient User Access, Reviewing Refill Requests, and Portal Analytics Overview. Every individual (non-bulk) action works normally.
Why can't I access bulk operations even during normal use?
Even where bulk actions do work, they're capped at 10 per hour and exports at 5 per day — hitting either limit returns a rate-limit message, not an error with your account.
Why don't I see the branding options?
Custom branding is a Network-tier feature — see Branding Your Patient Portal. Upgrade from Pharmily to Network to unlock it.
Turning off a feature — does it delete patient data?
No — disabling a feature (see Enabling the Portal & Choosing Features) only hides it from the patient's portal. Existing data isn't affected and reappears if you turn the feature back on.